JaylonEllison- Financial Advisor Atlanta, GA

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About Jaylon Ellison

4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty.

You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

automated call

CRD#

4572920

Firm CRD#

146051

Insurance License#

304069

Name of Custodial Firm

Fidelity Investments

States Licensed in

Alabama, Georgia, Tennessee, Florida

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

AIG Financial Group Merrill Lynch Wells Fargo Advisors Advisory Services Network, LLC

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 7, Series 63, Series 65, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

105,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

105,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

Schedule

Hourly Rate

$250

Additional Details on Charges

Please reach out to Jaylon to discuss the fee schedule for all clients.

Minimum Fee Charged for Managed Accounts

$5000

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

Bachelors of Science - Business Management Accounting

Jacksonville State University
09/02/1996 -05/15/2001

School of Business - Financial Planning

Wake Forest School of Business
11/27/2015 -12/07/2018

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890886/paladinregistry-4P-Wealth-Trust-detailed-disclosure.html

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Paladin Research Report For:

Jaylon Ellison

4P Wealth Trust